Brian Stevenson

37 Years of Experience

Dublin, OH

8 DisclosuresBroker

Brian Stevenson is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 37 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

14703 advisors

IM Fee

Planning only

Assets Under Management

$606.0B

Fee Structure

Minimum Investment:$250K

Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

October 1993

Award / Judgment

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Employment History

Current Registrations

Wells Fargo Clearing Services, LLCBroker

January 2016 - Present · 10 yrs 4 mos

Wells Fargo Advisors

January 2016 - Present · 10 yrs 4 mos

Previous Registrations

Morgan Stanley

June 2009 - February 2016 · 6 yrs 8 mos

Morgan StanleyBroker

June 2009 - February 2016 · 6 yrs 8 mos

Morgan Stanley & CO. IncorporatedBroker

August 2007 - June 2009 · 1 yr 10 mos

Morgan Stanley & CO. Incorporated

August 2007 - June 2009 · 1 yr 10 mos

Merrill Lynch Pierce Fenner & Smith INC.

June 2001 - August 2007 · 6 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

July 1988 - August 2007 · 19 yrs 1 mo

State Registrations26 states

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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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